The Modern CPA Success Show

The Modern CPA Success Show targets accounting firm owners and VCFO/CAS professionals with biweekly episodes featuring senior industry guests. It consistently covers VCFO, CAS, AI in accounting, and firm growth topics, making it a strong platform for thought leadership and product/services positioning in accounting tech and services.

142 episodes, Biweekly, 5.0 rating

<1k, Male, USA

mcpasuccessshow@anderscpa.com

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients?Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.

Tom Wadelton, Adam Hale

Management, Business, Education, How To, Entrepreneurship, Marketing, Technology

Senior-level professionals with accounting/finance or fintech leadership; founders/CEOs or CXOs of relevant firms

led notable product launches or services, built or scaled VCFO/CAS practices, published thought leadership or case studies

Will Spengler - CPA Firm Recruiting, Hiring Mistakes, Remote Work, Compensation Expectations, Recruiting Agencies, Jamie Nau - Forecasting, Benchmarks, Enterprise Value, Scaling VCFO Practice, Jeff Seibert - Ai-powered Real-time Bookkeeping, Ai-driven Analytics, Real-time Dashboards, Ahikam Kaufman - AI In Financial Operations, Automation, Data Governance, Amy Bridges - CAS, Scaling Advisory Services, Frameworks

virtual CFO services, CPA recruiting, AI in accounting, Client Advisory Services (CAS), bookkeeping automation, real-time analytics, profit-focused accounting, exit planning, cloud-based accounting, remote work